Many of our contracts have a billing date (cutoff to submit monthly) as well as a due date for the payment for that billing. We have no place in the Job record (3-5) to enter the billing date for the job.
Please add a field called Billing cut-off date
by: Kathy R. | over a year ago | Accounts Receivable
Comments
Hi Kathy
You can change any other date field you are not already using (look at the Sales Information section). Log in as supervisor, go to that field, press F7 and change the field name and field comments info at the bottom of the properties window.
We used one of the unused field in the Project Dates & Sales Info Tab on the 3-5 screen. We then made a Query to run an active job list along with the billing due date.
We did the same thing - f7 is your friend!
We are already using every date field on the 3-5 screen for other data, so we still need a billing date field. F7 doesn't work for me unless i eliminate tracking other necessary dates. We really need the billing date field to be standard on 3-5 screen